Waste Management Inc
WM- Exchange
- NYSE
- Industry
- Refuse Systems
- SEC CIK
- 0000823768
In the last 90 days, Waste Management Inc insiders filed 0 open-market purchases and 1 sale; 2,380 institutions reported holding it in 13F filings for Q2 2026, worth $74.1B in total; Gates Foundation Trust is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Waste Management Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,206
- +106 vs. Q4 2024
- Shares held
- 324.8M
- +1.05M (+0.3%) vs. Q4 2024
- Total value
- $75.2B
- +$9.88B (+15.1%) vs. Q4 2024
- New holders
- 208
- 848 more added
- Sold out
- 102
- 809 more reduced
34 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $75.2B |
| Q4 2024 | 2,134 | $66.0B |
| Q3 2024 | 1,999 | $66.7B |
| Q2 2024 | 2,007 | $69.2B |
| Q1 2024 | 1,976 | $69.3B |
| Q4 2023 | 1,875 | $58.4B |
| Q3 2023 | 1,751 | $49.5B |
| Q2 2023 | 1,775 | $56.4B |
| Q1 2023 | 1,737 | $53.7B |
| Q4 2022 | 1,741 | $51.1B |
| Q3 2022 | 1,695 | $52.8B |
| Q2 2022 | 1,678 | $47.7B |
| Q1 2022 | 1,665 | $49.8B |
| Q4 2021 | 1,700 | $52.8B |
| Q3 2021 | 1,551 | $47.1B |
| Q2 2021 | 1,526 | $44.4B |
| Q1 2021 | 1,493 | $41.1B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackDiamond Wealth Management Inc. | 1,515 | $352.7K | 0.24% | −207−12.0% | Reduced |
| LMG Wealth Partners, LLC | 1,523 | $352.6K | 0.08% | +5+0.3% | Added |
| Tennessee Valley Asset Management Partners | 1,522 | $352.3K | 0.06% | +5+0.3% | Added |
| Pinnacle West Asset Management, Inc. | 1,520 | $352.0K | 0.25% | +25+1.7% | Added |
| GM Advisory Group, Inc. | 1,514 | $350.6K | 0.02% | +35+2.4% | Added |
| Moss Adams Wealth Advisors LLC | 1,510 | $349.6K | 0.04% | +237+18.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,509 | $349.2K | 0.15% | +46+3.1% | Added |
| Claris Financial LLC | 1,728 | $348.7K | 0.23% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,504 | $348.2K | 0.08% | +1,504 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,503 | $348.0K | 0.02% | +10+0.7% | Added |
| Aviso Wealth Management | 1,503 | $348.0K | 0.18% | −22−1.4% | Reduced |
| Spirit of America Management Corp | 1,500 | $347.3K | 0.07% | +200+15.4% | Added |
| Flputnam Investment Management Co | 1,499 | $347.0K | 0.01% | +92+6.5% | Added |
| Bolthouse Investments, LLC | 1,496 | $346.3K | 0.36% | 00.0% | Unchanged |
| Grove Street Fiduciary, LLC | 1,489 | $344.7K | 0.17% | +1,489 | New |
| Argyle Capital Partners, LLC | 1,483 | $343.3K | 0.29% | 00.0% | Unchanged |
| McAdam, LLC | 1,482 | $343.0K | 0.02% | +44+3.1% | Added |
| Cynosure Management, LLC | 1,479 | $342.4K | 0.05% | +86+6.2% | Added |
| Dunhill Financial, LLC | 1,477 | $341.9K | 0.16% | −6−0.4% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,476 | $341.8K | 0.25% | −87−5.6% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $341.5K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,472 | $340.8K | 0.05% | −5,735−79.6% | Reduced |
| Creative Financial Designs Inc | 1,471 | $340.7K | 0.03% | −65−4.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,467 | $339.5K | 0.07% | −240−14.1% | Reduced |
| Ballast Advisors LLC | 1,462 | $338.4K | 0.11% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,461 | $338.2K | 0.30% | +43+3.0% | Added |
| Proficio Capital Partners LLC | 1,461 | $338.1K | 0.03% | −2−0.1% | Reduced |
| Silver Coast Investments LLC | 1,459 | $337.8K | 0.13% | +307+26.6% | Added |
| Westmount Partners, LLC | 1,457 | $337.3K | 0.10% | +4+0.3% | Added |
| Midland Wealth Advisors LLC | 1,456 | $337.1K | 0.02% | −491−25.2% | Reduced |
| Vaughan David Investments LLC | 1,455 | $337.0K | 0.01% | −20−1.4% | Reduced |
| River Street Advisors LLC | 1,455 | $336.8K | 0.17% | +1,455 | New |
| Obsidian Personal Planning Solutions LLC | 1,441 | $336.3K | 0.15% | −9−0.6% | Reduced |
| TFC Financial Management | 1,443 | $334.0K | 0.05% | +165+12.9% | Added |
| MBB Public Markets I LLC | 1,440 | $333.4K | 0.04% | +1,440 | New |
| M.E. Allison & Co., Inc. | 1,436 | $332.4K | 0.33% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,430 | $331.1K | 0.25% | +100+7.5% | Added |
| Powell Investment Advisors, LLC | 1,427 | $330.4K | 0.16% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,426 | $330.1K | 0.03% | −11−0.8% | Reduced |
| Berkeley Capital Partners, LLC | 1,424 | $329.7K | 0.09% | +21+1.5% | Added |
| Strategic Financial Services, Inc, | 1,413 | $327.1K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 1,412 | $327.0K | 0.13% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,411 | $326.6K | 0.13% | +175+14.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,428 | $326.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,406 | $325.4K | 0.06% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,405 | $325.3K | 0.06% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,403 | $324.8K | 0.07% | −876−38.4% | Reduced |
| Zhang Financial LLC | 1,402 | $324.7K | 0.02% | −303−17.8% | Reduced |
| Charles Schwab Trust Co | 1,402 | $324.7K | 0.03% | +1,402 | New |
| Sprott Inc. | 1,402 | $324.6K | 0.02% | +1,402 | New |
| CRA Financial Services, LLC | 1,401 | $324.3K | 0.06% | +269+23.8% | Added |
| PKS Advisory Services, LLC | 1,389 | $321.5K | 0.09% | +125+9.9% | Added |
| Northstar Asset Management LLC | 1,380 | $319.5K | 0.08% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,378 | $319.0K | 0.03% | −25−1.8% | Reduced |
| Operose Advisors LLC | 1,373 | $317.9K | 0.11% | +150+12.3% | Added |
| CWM Advisors, LLC | 1,365 | $316.0K | 0.04% | +86+6.7% | Added |
| Flossbach Von Storch AG | 1,365 | $316.0K | 0.00% | +1,365 | New |
| Prestige Wealth Management Group LLC | 1,363 | $315.6K | 0.07% | +43+3.3% | Added |
| Wealth Management Associates, Inc. | 1,363 | $315.5K | 0.14% | +72+5.6% | Added |
| Freestone Capital Holdings, LLC | 1,360 | $314.9K | 0.01% | −57−4.0% | Reduced |
| Ade, LLC | 1,358 | $314.4K | 0.18% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,355 | $313.7K | 0.03% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,349 | $312.3K | 0.27% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,349 | $312.3K | 0.21% | +5+0.4% | Added |
| Maia Wealth LLC | 1,341 | $311.5K | 0.07% | +128+10.6% | Added |
| Visionary Wealth Advisors | 1,336 | $309.4K | 0.02% | +46+3.6% | Added |
| Chesapeake Wealth Management | 1,336 | $309.3K | 0.11% | −43−3.1% | Reduced |
| Coordinated Financial Services, Inc. | 1,335 | $309.1K | 0.24% | +1,335 | New |
| Global Financial Private Client, LLC | 1,329 | $307.7K | 0.12% | −32−2.4% | Reduced |
| Sym Financial Corp | 1,327 | $307.2K | 0.04% | +30+2.3% | Added |
| South Plains Financial, Inc. | 1,327 | $307.2K | 0.24% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,325 | $306.8K | 0.22% | 00.0% | Unchanged |
| Somerville Kurt F | 1,325 | $306.8K | 0.05% | −150−10.2% | Reduced |
| Weaver Consulting Group | 1,323 | $306.3K | 0.09% | 00.0% | Unchanged |
| Broyhill Asset Management | 1,323 | $306.3K | 0.25% | +86+7.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,318 | $305.0K | 0.14% | −78−5.6% | Reduced |
| Qsemble Capital Management, LP | 1,312 | $303.7K | 0.03% | −26,978−95.4% | Reduced |
| MFA Wealth Services | 1,306 | $302.4K | 0.25% | −9−0.7% | Reduced |
| Genesee Capital Advisors, LLC | 1,304 | $301.8K | 0.15% | +5+0.4% | Added |
| IFG Advisory, LLC | 1,302 | $301.4K | 0.02% | +1,302 | New |
| Ipswich Investment Management Co., Inc. | 1,300 | $301.0K | 0.07% | −2,550−66.2% | Reduced |
| George Kaiser Family Foundation | 1,298 | $300.5K | 0.04% | +1,298 | New |
| Mather Group, LLC. | 1,295 | $299.7K | 0.00% | +249+23.8% | Added |
| Ironsides Asset Advisors, LLC | 1,294 | $299.6K | 0.09% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,294 | $299.6K | 0.05% | +120+10.2% | Added |
| Signature Estate & Investment Advisors LLC | 1,285 | $297.4K | 0.01% | +17+1.3% | Added |
| R Squared Ltd | 1,280 | $296.3K | 0.32% | −830−39.3% | Reduced |
| Alliance Wealth Advisors, LLC | 1,280 | $296.3K | 0.08% | −13−1.0% | Reduced |
| Financial Futures Ltd Liability Co. | 1,278 | $295.9K | 0.17% | +1+0.1% | Added |
| Hurlow Wealth Management Group, Inc. | 1,273 | $294.7K | 0.09% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,272 | $294.5K | 0.06% | +6+0.5% | Added |
| Clifford Swan Investment Counsel LLC | 1,270 | $294.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,269 | $293.8K | 0.06% | −288−18.5% | Reduced |
| Fiduciary Financial Group, LLC | 1,291 | $292.3K | 0.06% | +1,291 | New |
| Essex Savings Bank | 1,262 | $292.2K | 0.07% | −34−2.6% | Reduced |
| Keystone Wealth Services, LLC | 1,257 | $291.0K | 0.08% | +1,257 | New |
| Cheviot Value Management, LLC | 1,237 | $290.4K | 0.04% | +1,237 | New |
| Oversea-Chinese Banking CORP Ltd | 1,251 | $289.6K | 0.01% | +1,251 | New |
| Financial Insights, Inc. | 1,250 | $289.4K | 0.12% | +1,250 | New |
| Means Investment Co., Inc. | 1,244 | $288.1K | 0.03% | +1+0.1% | Added |